See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,895 | $88,751-93.4% | $81,812-92.8% | $145,922-96.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.01% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $25 | $3,083-99.2% | $2,912-99.1% | $4,660-99.5% |
| Participant deferral / active EE | $71 | $4,643-98.5% | $4,319-98.3% | $6,688-98.9% |
| Admin fee / account holder | $62 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |